Mortgage Resources & Sample Documents
For more insight on any document required during the process, click on the links below. Any questions? Reach out to our team anytime. We’re here to help!
Identification Documents
Two Pieces of ID
Sample Ontario Driver’s License
Income Documents
Salaried Employees
Most Recent Pay Stub
Two Most Recent T4s
Letter of Employment
Self-Employed Individuals
Two Years T1 General & T2125 (Statement of Business Activities)
Two Years Notice of Assessment (NOA)
CRA Statement of Account
Articles of Incorporation
Master Business License
Sample Corporate Financial Statements
Other Income Sources
Child Tax Benefit Statements
Rental Income Documents
Pension Statements
Alimony/Support Documentation
Property and Purchase Document
Down Payment Documents
Credit Verification Documents
Miscellaneous Documents
Identification Documents
Income Documents
Property and Purchase Documents
Down Payment Documents
Credit Verification Documents
Miscellaneous Documents
Identification Documents
Two Pieces of ID
Government-issued ID (Driver's License, Passport, or Health Card)
Sample Ontario Driver’s License (link to sample if available)
Income Documents
For Salaried Employees:
- Most Recent Pay Stub
- Two Most Recent T4s
- Letter of Employment – Download Template
For Self-Employed Individuals (Sole Proprietors and Corporations):
- Two Years T1 General & T2125 (Statement of Business Activities)
- Two Years Notice of Assessment (NOA)
- CRA Statement of Account – example statement if available
Property and Purchase Documents
For New Purchases:
- Contract of Purchase and Sale
- MLS Listing (for resale properties)
- Property Disclosure Statement (PDS)
Down Payment Documents
- 90-Day Bank Account History (for accounts used for down payment)
- Proof of Gifted Down Payment:
Credit Verification Documents
- Rent Payment History (for clients without extensive credit history)
Miscellaneous Documents
- Void Cheque or Pre-Authorized Debit Form for mortgage payments
